What this book covers

The book is broken down into 12 chapters; each designed to take specific steps to help you reach your overall goal of creating an automated central hub for running your business.

• Chapter 1, System Overview, helps you get acquainted with the Keap platform, understanding its core features and capabilities to lay the groundwork for effective implementation.
• Chapter 2, Designing Your Space, walks you through the process of setting up your Keap account, and configuring it to suit your business needs and preferences.
• Chapter 3, Managing Contacts, helps you learn strategies for efficiently organizing and managing your contact database within Keap to maximize engagement and conversion opportunities.
• Chapter 4, Communicating with Your Lists, explores best practices for creating and deploying targeted email campaigns that resonate with your audience and drive results.
• Chapter 5, Managing Sales Pipelines, helps you set up your sales process within Keap, from lead generation and conversion to effectively managing and nurturing leads through the pipeline.
• Chapter 6, Marketing Forms and Landing Pages, helps you create captivating lead capture forms and landing pages within Keap to expand your subscriber list and drive conversions.
• Chapter 7, Easy Automations, introduces easy-to-implement “when”, “then”, and “stop” logic to streamline your workflow and save time.
• Chapter 8, Advanced Automations, helps elevate your automation game with advanced strategies that use diverse conditional logic.
• Chapter 9, Reports, helps you harness the power of data within Keap to gain valuable insights into your marketing performance, enabling informed decision-making and optimization.
• Chapter 10, Tying it All Together, combines various components of Keap into a cohesive and effective system for running your business smoothly and efficiently.
• Chapter 11, Five Essential Automation Funnels, explores five essential automation funnels that can revolutionize your marketing efforts and drive results within Keap.
• Chapter 12, Data Management and Maintenance, helps you learn best practices for managing and maintaining your data within Keap to ensure accuracy, consistency, and compliance. To get the most out of this book, there are three things that you’ll want to do:
  1. This is an implementation-focused book, and you will get the most benefit if you do the steps as you follow along.
  2. Remember, not all businesses are the same, so if you feel that an action or step does not align with your business process, set it aside.
  3. Test what you implement in real-time with valid phone numbers and emails. No matter how tempting it might be to skip a test or use a fake phone/email in your testing, there’s no better proof that your automations works than getting an actual email in your inbox or text to your phone!

Finally, remember that completing a task is more important than achieving perfection. Anything you generate today can be improved upon tomorrow. Starting with something good and working towards greatness is perfectly acceptable.